Be among the first applicants for a Financial Advisor role with Quilter Financial Planning. This opportunity is suitable for experienced Financial Advisers seeking a more supported role and is open to those from independent or banking backgrounds who want to develop and grow with a strong national network of advisers.
As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. The business operates a strong network of advisers across the UK; these office and field-based roles are open to advisers looking to develop and grow.
The Benefits:
* All leads are professionally introduced through a robust lead generation process
* Attractive remuneration terms
* Full paraplanning and admin support
* Market focused training provided
* Business and personal development
* An infrastructure to fully support advisers delivering a first-class service to clients and therefore enhancing income
* National coverage
* Many opportunities to maximise earning potential
The Role:
* Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals
* Prepare sound financial plans to ensure clients meet their targets
* Advise clients on current financial issues and make recommendations
* Generate new business and build introducer relationships
* Customise financial plans according to clients’ changing needs
* Build strong relationships to retain existing clients
* Maintain and update knowledge of regulations, practices, and financial products
About You:
* Proven experience as a financial planner
* Ability to analyse financial information and comply with regulations
* Proficiency in MS Office and CRM systems
* Attention to detail and strong math skills
* Strong ethics, with a customer-oriented attitude
* Outstanding communication skills, with the ability to foster long-term relationships
* Diploma in Financial Services
Qualifications:
* Diploma in Financial Advice
* Industry Sales experience
* Strong understanding of investment and pension business
* Excellent interpersonal skills goals
* Ambition and Hunger
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Consulting, Finance, and Sales
Industries
* Accounting, Financial Services, and Banking
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